PWM
BCPC
PBMares Wealth Management’s Balchem Corporation BCPC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-1,701
| Closed | -$233K | – | 169 |
|
2022
Q1 | $233K | Hold |
1,701
| – | – | 0.14% | 136 |
|
2021
Q4 | $287K | Hold |
1,701
| – | – | 0.12% | 130 |
|
2021
Q3 | $247K | Hold |
1,701
| – | – | 0.12% | 136 |
|
2021
Q2 | $223K | Hold |
1,701
| – | – | 0.12% | 139 |
|
2021
Q1 | $213K | Buy |
+1,701
| New | +$213K | 0.17% | 134 |
|